Investment Management M&A

• Wealth Legacy Institute, a Denver-based financial planning and investment management firm, in its merger with Cerity Partners, a financial and wealth advisory firm headquartered in New York City
• Chatham Financial, a global leader in financial risk management advisory and technology, in its acquisition of EA Markets
• Lumina Financial Consultants, a financial planning and wealth management services provider, in a merger with Cerity Partners
• Columbia Pacific Advisors, an alternative asset management firm with approximately $3.5 billion in assets under management, in its sale of a minority stake to CI Financial
• Columbia Pacific Wealth Management, a wealth management firm with approximately $6.4 billion in assets under management, in its sale to CI Financial
• Great Valley Advisor Group, a technology-driven full-service registered investment adviser, in its acquisition of U.S. Financial Advisors, a registered investment adviser with over $725 million in assets under management
• Artivest Holdings in its sale of its advisory, mutual fund, commodity pool and broker-dealer businesses to Altegris Holdings

Private Equity Investment

• Oppenheimer & Co. in its acquisition of the preferred stock of Red Rover Moving & Storage, a provider of moving and storage solutions

Banking and Financial Institutions

• DNB Financial Corp. (NASDAQ: DNBF), the holding company for community bank DNB First, in its $206 million acquisition by S&T Bancorp, Inc. that will expand S&T’s footprint into Chester, Delaware and Philadelphia, Pennsylvania counties
• Bryn Mawr Bank Corporation in its:
  • definitive agreement and plan of merger to acquire Continental Bank Holdings Inc., and related joint proxy statement/prospectus on Form S-4, in a transaction valued at $109 million
  • multimillion-dollar acquisition of the private wealth management group of Hershey Trust Company
  • agreement to acquire certain assets of First Bank of Delaware
  • multimillion-dollar acquisition of the Davidson Trust Company
• Customers Bank in connection with its:
  • initial public offering of common stock
  • corporate holding company restructuring and acquisition of Berkshire Bancorp
• Valley Green Bank in connection with its sale to Univest Corporation of Pennsylvania
• Atlantic Coast Financial Corporation, the Jacksonville, Florida-based holding company for Atlantic Coast Bank, in its $48.3 million underwritten public offering of common stock
• First Star Bancorp Inc. in connection with its sale to ESSA Bancorp, Inc.
• Beneficial Mutual Bancorp Inc. in connection with its $30.6 million acquisition of SE Financial Corp., the parent holding company of St. Edmond’s Federal Savings Bank
• MoreBank in connection with its sale to Bank of Princeton

Real Estate

• a major national merchant-builder real estate developer, several regional banks and a computer-hardware service company on acquisition and leasing issues
• a national commercial real estate developer with the acquisition of a property in suburban Philadelphia and negotiating for the developer on leases with national tenants
• several regional outdoor advertising companies on the sale of assets to a publicly held company and on purchasing assets from other regional companies

• Panelist, Customers Bank’s Virtual Town Hall
• Panelist, “The CARES Act and the PPP: What Catholic Parishes Need to Know,” Ascension Press Webinar
• Panelist, “Banking in the 21st Century – Settling into the Digital Age,” Association for Corporate Counsel’s Banking & Financial Services Law CLE
• Moderator, Association for Corporate Growth’s Annual M&A Dealmakers’ Panel
• Presenter, “Executive Board Governance – Roles & Responsibilities … Do You Know What You Don’t Know?” Pennsylvania Association of Community Bankers
• Presenter, “Interacting with Our Clients through Technology in a World of Regulators and Scammers,” Philadelphia Estate Planning Council

• Philadelphia Business Journal, “Best of the Bar: Philadelphia's Top Lawyers”